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AFDVX vs VISVX
AFDVX vs VISVX Comparison
Open Charts AFDVX vs VISVX
Applied Finance Explorer Investor
Price$22.07
Change+$0.05 (+0.23%)
VolumeN/A
Net Assets872.74M
Vanguard Small Cap Value Index I
Price$47.52
Change-$0.18 (-0.38%)
VolumeN/A
Net Assets56.44B
AFDVX vs VISVX Comparison Chart in %
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AFDVX vs. VISVX commentary
Aug 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AFDVX is a StrongBuy and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. AFDVX (873M). VISVX pays higher dividends than AFDVX: VISVX (1.95) vs AFDVX (0.91). AFDVX was incepted earlier than VISVX: AFDVX (10 years) vs VISVX (27 years). AFDVX (1.69) is less costly to investors than VISVX (0.19). AFDVX is a more actively managed with annual turnover of: 32.00 vs. VISVX (16.00). AFDVX has a lower initial minimum investment than VISVX: AFDVX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 8.26 vs. AFDVX (5.81). AFDVX return over 5 years is better than : 99.48 vs. VISVX (74.87).
| AFDVX | VISVX | AFDVX / VISVX | |
| Total Expense Ratio | 1.08 | 0.19 | 568% |
| Annual Report Gross Expense Ratio | 1.69 | 0.19 | 889% |
| Fund Existence | 10 years | 27 years | - |
| Gain YTD | 1.471 | 0.611 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 873M | 56.4B | 2% |
| Annual Yield % from dividends | 0.91 | 1.95 | 47% |
| Returns for 1 year | 5.81 | 8.26 | 70% |
| Returns for 3 years | 25.91 | 23.54 | 110% |
| Returns for 5 years | 99.48 | 74.87 | 133% |
| Returns for 10 years | 132.60 | 97.69 | 136% |
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